跟进：卢比奥主导起草机密备忘录 警告黄仁勋与黄乐关系密切

据《纽约时报》11月8日报道，美国国务卿卢比奥（Marco Rubio）亲自主导起草了一份高度机密备忘录，今年春季在特朗普政府高级官员中传阅，警告英伟达（NVIDIA）创始人兼首席执行官黄仁勋与一名被美方认定为中国情报人员的女性关系密切。这是这起事件中，美方内部警示的层级首次被披露到国务卿一级。

报道援引多名了解备忘录内容的人士称，备忘录依据美方对黄乐（Alice Huang）的电子监控写成。黄乐是中国公民、新加坡数据中心企业 Megaspeed 的高管；美方官员认为，她被中国国家安全部招募，搜集有关黄仁勋与英伟达的情报。这份备忘录在特朗普总统今年5月访华之前，已在持有高级安全许可的官员中传阅；备忘录还重新审视了黄仁勋在对华芯片出口问题上的游说活动，包括美国政府从英伟达对华 GPU 销售中抽成的安排。

尽管有这份内部警示，黄仁勋起初并不在访华代表团的邀请名单上。报道称，特朗普在行程中途经停阿拉斯加时，看到媒体对黄仁勋缺席的报道，亲自邀请他加入代表团随行访华。对《纽约时报》的报道，白宫与美国国务院均未予置评；英伟达此前表示，黄仁勋与黄乐的往来「并无不寻常之处」，是首席执行官与客户高管的正常会面。

国会方面的审查也在扩大。众议院外交事务委员会、美国与中国共产党战略竞争特设委员会和众议院情报委员会三位主席此前已联名要求黄仁勋11月18日出席闭门简报会，并要求他11月11日前回复是否出席。据《华尔街日报》报道，特拉华州民主党参议员 Chris Coons 周六表示，将就此事展开调查。

此前，英国《金融时报》11月6日报道称，美方情报备忘录认为黄仁勋与黄乐有恋爱关系。11月8日，黄仁勋向全体员工发出备忘录，承认对妻子不忠；英伟达董事会同日宣布启动独立调查，核查他是否成为外国情报活动的目标，并称没有理由认为国家安全或公司机密受损。黄仁勋目前留任首席执行官并配合调查。相关间谍指控迄今未获独立证实，黄仁勋与黄乐均未被指控任何罪名，中国外交部此前已驳斥相关说法、称其毫无根据。

市场方面，英伟达股价上周五收报186.64美元，上涨2.78%，收盘时周末的认错与调查消息尚未公布。11月9日周一开盘将是投资者对这一连串披露的首次定价；英伟达定于11月17日发布季度财报。

关联：黄仁勋向员工承认对妻子不忠 英伟达董事会启动独立调查

资料引用：《纽约时报》、《华尔街日报》

Follow-Up: Rubio Oversaw Classified Memo Warning Top Officials About Jensen Huang's Close Ties to Alice Huang

Secretary of State Marco Rubio personally oversaw the drafting of a highly classified memo that circulated among senior Trump administration officials this spring, warning that Nvidia founder and CEO Jensen Huang was in a close relationship with a woman U.S. officials had identified as a Chinese intelligence operative, The New York Times reported on November 8. It is the first disclosure that the internal warning over the matter reached the level of the secretary of state.

Citing multiple people briefed on the memo, the Times said it was built on electronic surveillance of Alice Huang, a Chinese citizen and an executive at Singapore-based data center company Megaspeed. U.S. officials believe she was recruited by China's Ministry of State Security to gather information on Huang and Nvidia. The memo circulated among officials holding high-level security clearances ahead of President Donald Trump's trip to China in May, and it also took a fresh look at Huang's lobbying on chip exports to China, including the arrangement under which the U.S. government takes a cut of Nvidia's GPU sales to China.

Despite the internal warning, Huang was initially left off the invitation list for the China delegation. According to the report, when Trump stopped over in Alaska during the trip and saw news coverage of Huang's absence, he personally invited the Nvidia chief to join the delegation. The White House and the State Department declined to comment on the Times report. Nvidia has previously said Huang's interactions with Alice Huang were "not unusual or unexpected" and were ordinary meetings between a chief executive and customer executives.

Scrutiny in Congress is widening as well. The chairs of the House Foreign Affairs Committee, the Select Committee on the Chinese Communist Party and the House Permanent Select Committee on Intelligence have asked Huang to attend a closed-door briefing on November 18 and to reply by November 11 on whether he will attend. The Wall Street Journal reported that Senator Chris Coons, a Delaware Democrat, said on Saturday that he would investigate the matter.

The Financial Times reported on November 6 that a U.S. intelligence memo described a romantic relationship between Huang and Alice Huang. On November 8, Huang told Nvidia employees in a memo that he had been unfaithful to his wife, and Nvidia's board announced an independent investigation into whether he had been the target of a foreign intelligence effort, saying it had no reason to believe national security or company secrets were compromised. Huang remains chief executive and is cooperating with the review. The espionage allegations have not been independently verified, neither Huang nor Alice Huang has been charged with any crime, and China's foreign ministry has previously dismissed the claims as groundless.

Nvidia shares closed on Friday at $186.64, up 2.78 percent, before the weekend disclosures were published. The market open on Monday, November 9, will be investors' first chance to price them; Nvidia is scheduled to report quarterly results on November 17.

Related: Jensen Huang Admits Infidelity to Staff as Nvidia Board Launches Independent Investigation

Reference: The New York Times, The Wall Street Journal

发布：GSM·美国（发布链接）

图片来源：图：美国国务卿卢比奥官方肖像（2025年1月）。美国国务院摄，公有领域，经 Wikimedia Commons。 / Photo: Official portrait of U.S. Secretary of State Marco Rubio, January 2025. U.S. Department of State, public domain, via Wikimedia Commons.

GSM Global · 本篇英文版 English edition of this story

本频道最新更多 ›

黄仁勋向员工承认对妻子不忠 英伟达董事会启动独立调查2026-11-08特斯拉公布新版超级智能（SI）加速器路线图：AI4、AI5、AI6更名为SI4、SI5、SI6，第六代推理芯片SI6目标算力为现款80倍、内存9倍，Dojo D3改用芯粒加堆叠HBM2026-11-08

← 返回科技　全部新闻　关于我们